We built this because money shouldn't feel like shame.
A CPA-built system, a real coach, and a promise that you can start exactly where you are.
No judgment. No jargon.
The founder felt it too.
Mindi Heckendorn is a CPA with more than 30 years of experience. But before her firm found its footing, she knew what it felt like to carry shame and disappointment about her own money.
She knows the quiet dread of avoiding the statement. The embarrassment of not knowing what you feel like you should already know.
That's why she built The Agency for Wealth. Not to hand people another spreadsheet, but to give everyone a way to feel confident about their money, with real support behind them.
Built on 30 years of real CPA work.
The Agency for Wealth grew out of MH Financial, Mindi's CPA firm. For decades, MH Financial has helped small business owners and individuals pay less in tax, understand their financials, and stay on top of their filing and accounting.
Working with those clients revealed something simple. The people who felt best about their money weren't the ones who earned the most. They were the ones who finally understood it.
The Agency for Wealth takes that same expertise and makes it available to everyone, not just firm clients.
MH Financial is a separate CPA firm. The Agency for Wealth provides financial education and coaching.
Real credentials. Real people.
Three decades of real practice behind the curriculum.
Every lesson, tool, and worksheet, no exceptions.
Hands-on coaching experience across our team.
The Agency for Wealth provides financial education and coaching. We are not financial, investment, tax, or legal advisors.
How we do this differently.
No judgment, ever.
Your coach has seen every situation. There is no such thing as too far behind.
Plain English only.
If a lesson needs jargon to make sense, we wrote it wrong.
Built for doing, not just knowing.
Every section ends with a worksheet and an action plan, so you always know your next step.
I felt supported and heard. Now I'm ready to have money conversations I was scared to have before.